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Estates, Gifts & Trusts


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CDsWebinarsMaking the Most of Year End Planning Opportunities with Checklists, Forms and Client Letters
Oct 30, 2013 TIME: 12:30 PM – 1:30 PM ET
Speakers: Alan S. Gassman, Esq., Kenneth J. Crotty, Esquire, and Christopher J. Denicolo, Esquire
CDsWebinarsPlanning for Disability in an Aging World
Oct 31, 2013 TIME: 12:00 PM - 1:30 PM ET
Speakers: Robert B. Fleming, Esq. CELA and Rebecca Morgan, Boston Asset Management Chair in Elder Law, Director, L. L. M. in Elder law; Stetson University College of Law
CDs2011- 2012 Estate Tax Planning Strategies
Speakers: Alan Gassman, J.D., LL.M., Christopher Denicolo, Esq., and Kenneth Crotty, Esq.
CDs2011 Estate Tax Strategies
Speakers: Alan Gassman, Kenneth Crotty, and Chris Denicola
CDs2012 Estate Tax Strategies
Speakers: Alan S. Gassman, Christopher J. Denicolo, and Kenneth J. Crotty, Gassman Law Associates, P.A.
CDsA Line-By-Line Guide to Form 706
Speakers: Keith Schiller, Esq., Schiller Law Group
CDsA Line-By-Line Guide to Form 706 in 2013
Speakers: Keith Schiller, Esq., Schiller Law Group
CDsAvoiding Disaster in the Sunshine State: Responding to Florida's New Durable Power of Attorney Rules
Speakers: Alan S. Gassman, Kenneth J. Crotty, Christopher J. Denicolo
CDsBracing for the Storm: Lessons from Recent Cases as we Navigate the Fiduciary Impact of the Great Recession
Speakers: Dana G. Fitzsimons Jr., Gerard G. Brew
eLearningCalculating the Taxable Estate
Price: $45.00   CPE: 2.0   CLE: N/A
CDsChapter 14 in a Nutshell: A Practitioner’s Guide Through the Minefield
Speakers: Todd Angkatavanich, Esq., Partner, and Peter Slater, Esq., Withers Bergman
CDsCurrent Developments in Asset Protection
Speakers: Gideon Rothschild and Daniel S. Rubin
CDsDon't Discount the Use of Discounts
Speakers: Alan Gassman, Gassman Law Associates, P.A. and John Porter, Baker & Botts LLP
CDsDynasty Trusts in Your Home State: Design, Draft, and Implement Irrevocable Trusts to Receive Large Gifts Before the End of 2012
Speakers: Alan Gassman, Ken Crotty, and Chris Denicolo, Gassman Law Associates, P.A., Clearwater, FL
CDsDynasty Trusts in Your Home State: Design, Draft, and Implement Irrevocable Trusts to Receive Large Gifts in 2011 and 2012
Speakers: Alan S. Gassman, Kenneth J. Crotty, Christopher J. Denicolo
CDsElder Law and Ethics
Speakers: Rebecca Morgan and Roberta Flowers, Stetson University College of Law
CDsEncore! Gift Tax and Form 709 Preparation
Speakers: Keith Schiller, Esq., Schiller Law Group, PLC
CDsEncore! Planning for Snowbirds: Tips, Traps and Tactics for Advisors with Clients in Florida
Speakers: Alan S. Gassman and Christopher J. Denicolo, Gassman Law Associates, P.A.; and Gary Teblum, Trenam Kemker Scharf Barkin Frye O’Neill and Mullis, P.A.
CDsEncore! What Estate Tax Planners Need to Know About Portability Elections
Speakers: Keith Schiller, Esq., Schiller Law Group
eLearningEstate Planning for Nontaxable Estates
Price: $25.00   CPE: 1.0   CLE: N/A
CDsEstate Tax Law Changes in 2011
Speakers: Alan Gassman
CDsEstate Tax Return Compliance with Portability Elections on Form 706
Speakers: Keith Schiller, Esq., Schiller Law Group
CDsFamily Limited Partnerships – Where We’ve Been, Where We’re Going
Speakers: Todd Angkatavanich, Esq., Partner, WithersBergman LLP and Stephanie Loomis-Price, Shareholder, Winstead PC
CDsFinal EGT Planning in 2012: How to Design, Explain and Implement Dynasty Trusts and Asset Protection
Speakers: Alan S. Gassman, J.D., LL.M., Kenneth J. Crotty, J.D., LL.M., Christopher J. Denicolo, J.D., LL.M., Gassman Law Associates, P.A.
CDsForm 706 — The Art of Estate Tax Return Preparation
Speakers: Keith Schiller, Esq., Schiller Law Group, a Professional Law Corporation
CDsForm 706: A Line-By-Line Discussion
Speakers: Keith Schiller, Esq., Schiller Law Group
CDsForm 706: A Line-By-Line Guide & Discussion
Speakers: Keith Schiller, Esq., Schiller Law Group
CDsForm 706: Estate Tax Return Compliance with Portability Elections
Speakers: Keith Schiller, Esq., Schiller Law Group
CDsForm 8939 Allocation of Increase in Basis for Property Acquired From a Decedent who Died in 2010
Speakers: Craig L. Janes and Laura H. Peebles, Deloitte Tax, LLP
CDsFundamentals of U.S. Transfer Taxation and Planning For Non-citizen Clients
Speakers: Michael A. Heimos, Dean & Heimos LLC
CDsGift Tax Filing and Form 709 Preparation
Speakers: Keith Schiller, Esq., Schiller Law Group, PLC
CDsGrantor Trust Liabilities: The Income Tax Consequences When Changing the Income Tax Status of a Trust
Speakers: Jerome M. Hesch, Carlton Fields; Jonathan G. Blattmachr, Eagle Advisors; Mitchell Gans, Hofstra University School of Law; Elliott Manning, University of Miami School of Law
CDsHow to Design, Explain, and Implement Dynasty Trusts and Asset Protection Trusts
Speakers: Alan Gassman, Ken Crotty, and Chris Denicolo, Gassman Law Associates, P.A., Clearwater, FL
CDsHow to Design, Explain, and Implement Dynasty Trusts And Asset Protection Trusts And Maximize Benefits
Speakers: Steven J. Oshins, Law Offices of Oshins & Associates, LLC and Alan S. Gassman, Gassman Bates & Associates PC
CDsInteresting Interest: Interest Rates for Intra-Family Transactions
Speakers: Alan S. Gassman, Esq., Gassman, Bates and Associates and Jerome M. Hesch, Esq., Miami, FL
CDsInternational Tax Issues Facing Domestic Estate Tax Planners
Speakers: Jim Brockway and Edward Vergara, Withers Bergman
CDsInternational Tax Issues for the Domestic Estate Planner
Speakers: Jim Brockway, and Todd Angkatavanich, Withers Bergman
CDsIs There Terror In 'In Terrorem' Clauses - And For Whom?
Speakers: Marc Bekerman, Lauren Wolven
CDsLegal & Tax Implications of Business Trusts
Speakers: Jessica R. Lubar, Laura S. Bouyea, Michael Leber 
CDsMaking the Best Use of the $5.12 Million Exemption
Speakers: Louis A. Mezzullo, Luce, Forward, Hamilton & Scripps LLP, John Porter, Baker Botts LLP, Alan S. Gassman
CDsPlanning and Defending Domestic Asset-Protection Trusts
Speakers: Mary B. Hickok, Richard W. Nenno, Jeffrey C. Wolken 
CDsPlanning for Same-Sex Married Couples after the Windsor Decision and the Defense of Marriage Act
Speakers: James R. Brockway, Partner, Withers Bergman LLP Louis R. Piscatelli, Partner, Withers Bergman LLP Constance E. Shields, Special Counsel, Withers Bergman LLP
CDsPlanning with Family Limited Partnerships – Where We’ve Been, Where We’re Going
Speakers: N. Todd Angkatavanich, Esq. and Edward A. Renn, Esq., WithersBergman, LLP
CDsPlanning Without an Estate Tax: 2010 Year-End Estate, Gift, and Generation-Skipping Planning
Speakers: Harold Pskowski, Richard Franklin, Brett Ferguson
CDsStacy Eastland: Two of My Favorite 2012 Planning Ideas – The Leveraged GRAT and the Remainder Purchase Marital Trust
Speakers: Stacy Eastland, Investment Management Division of Goldman Sachs & Company (Houston) and Alan S. Gassman, Gassman Law Associates, P.A.
CDsThe 3.8% Net Investment Income Tax: An Analysis of the Proposed Regs. and Related Planning Opportunities
Speakers: James R. Brockway, Withers Bergman
CDsThe Use of Offshore Trusts in Asset Protection Planning
Speakers: Howard D. Rosen
CDsTop 10 2013 Estate Planning Strategies: Beyond the Obvious
Speakers: Alan S. Gassman; Kenneth J. Crotty; Christopher J. Denicolo; and Thomas J. Ellwanger, Gassman Law Associates, P.A.
CDsTrust Decanting: Examples and Analysis
Speakers: Briani Bennett Mellen, Esq., Nexen Pruett, LLC
CDsTrust Protectors and Their Role in Trust Administration
Speakers: Gideon Rothschild, Moses & Singer LLP and Mitchell M. Gans, Hofstra University School of Law
CDsValuable Planning for Snowbirds: Tips, Traps and Tactics for Advisors with Clients in Florida
Speakers: Alan S. Gassman and Christopher J. Denicolo, Gassman Law Associates, P.A.; and Gary Teblum, Trenam Kemker Scharf Barkin Frye O’Neill and Mullis, P.A.
CDsWhat Estate Planners Need to Know about Premarital and Marital Agreements and Divorce
Speakers: Linda J. Ravdin, Esq., Pasternak & Fidis, P.C.
CDsWhat Estate Tax Planners Need to Know About Portability Elections
Speakers: Keith Schiller, Esq., Schiller Law Group
CDsYear-End Tax Planning: Do’s and Don’ts for Estate Tax Planners
Speakers: Alan S. Gassman, Esq., Kenneth J. Crotty, Esq., Christopher J. Denicolo, Esq., Gassman Law Associates, P.A. and Jerome Hesch, Carlton Fields (Miami)